Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 176 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$45,915
+14.8%
4760.0%0.00%0.0%
Q3 2022$40,000
-4.8%
4760.0%0.00%0.0%
Q2 2022$42,000
-16.0%
4760.0%0.00%0.0%
Q1 2022$50,000
-7.4%
4760.0%0.00%0.0%
Q4 2021$54,000
+5.9%
4760.0%0.00%0.0%
Q3 2021$51,000
-3.8%
4760.0%0.00%0.0%
Q2 2021$53,000
+6.0%
4760.0%0.00%0.0%
Q1 2021$50,000
-47.9%
476
-50.0%
0.00%0.0%
Q4 2020$96,000
+140.0%
952
+300.0%
0.00%0.0%
Q3 2020$40,000
+11.1%
2380.0%0.00%0.0%
Q2 2020$36,000
+20.0%
2380.0%0.00%0.0%
Q1 2020$30,000
-25.0%
2380.0%0.00%0.0%
Q4 2019$40,000
+5.3%
2380.0%0.00%
-20.0%
Q3 2019$38,0000.0%2380.0%0.01%0.0%
Q2 2019$38,000
+5.6%
2380.0%0.01%
+25.0%
Q1 2019$36,000
+16.1%
2380.0%0.00%0.0%
Q4 2018$31,000
-16.2%
2380.0%0.00%0.0%
Q3 2018$37,000
+8.8%
2380.0%0.00%0.0%
Q2 2018$34,000
-2.9%
2380.0%0.00%0.0%
Q1 2018$35,0000.0%2380.0%0.00%0.0%
Q4 2017$35,000
+6.1%
2380.0%0.00%0.0%
Q3 2017$33,000
+6.5%
2380.0%0.00%0.0%
Q2 2017$31,000
+3.3%
2380.0%0.00%0.0%
Q1 2017$30,000
+3.4%
2380.0%0.00%0.0%
Q4 2016$29,000
+7.4%
2380.0%0.00%0.0%
Q3 2016$27,000
+3.8%
2380.0%0.00%0.0%
Q2 2016$26,000
+4.0%
2380.0%0.00%0.0%
Q1 2016$25,0002380.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders